Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DFSU 0.00%
3 DCOR 0.00%
4 DFAC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RTW INVESTMENTS, LLC 1.51M (13.64%) 0.00
Increased by 0.00%
Mar 31, 25
2 COWEN AND COMPANY, LLC 891.37K (8.04%) 0.00
Increased by 0.00%
Sep 30, 24
3 The Toronto-Dominion Bank 891.37K (8.04%) 0.00
Increased by 0.00%
Mar 31, 25
4 Wasatch Advisors Inc. 856.27K (7.72%) -144.57K
Decreased by -16.88%
Sep 30, 23
5 Silvercrest Asset Management Group LLC 531.77K (4.80%) -3.25K
Decreased by -0.61%
Mar 31, 25
6 Vanguard Group Inc 490.94K (4.43%) 0.00
Increased by 0.00%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 485.92K (4.38%) 2.20K
Increased by +0.45%
Mar 31, 25
8 Perkins Capital Management Inc 422.97K (3.82%) -750.00
Decreased by -0.18%
Mar 31, 25
9 Driehaus Capital Management LLC 418.50K (3.78%) 0.00
Increased by 0.00%
Mar 31, 25
10 Kennedy Capital Management Inc 295.15K (2.66%) 110.68K
Increased by +37.50%
Mar 31, 25
11 Hudson Bay Capital Management LP 166.71K (1.50%) 166.71K
Increased by +100.00%
Mar 31, 25
12 Renaissance Technologies Corp 136.80K (1.23%) -18.74K
Decreased by -13.70%
Mar 31, 25
13 Marshall Wace Asset Management Ltd 106.56K (0.96%) 90.51K
Increased by +84.94%
Mar 31, 25
14 Geode Capital Management, LLC 100.60K (0.91%) 2.54K
Increased by +2.53%
Mar 31, 25
15 Palumbo Wealth Management LLC 99.20K (0.89%) 12.50K
Increased by +12.60%
Mar 31, 25
16 Stonepine Capital Management Llc 95.75K (0.86%) -155.30K
Decreased by -162.20%
Mar 31, 25
17 Huntleigh Advisors Inc 83.11K (0.75%) 11.94K
Increased by +14.37%
Mar 31, 25
18 UBS Group AG 62.52K (0.56%) -1.70K
Decreased by -2.72%
Mar 31, 25
19 Nantahala Capital Management, LLC 61.19K (0.55%) -930.00
Decreased by -1.52%
Mar 31, 25
20 Wasatch Advisors LP 42.98K (0.39%) -447.23K
Decreased by -1.04 K%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 446.72K (4.03%) 120.45K
Increased by +26.96%
May 31, 25
2 Vanguard US Total Market Shares ETF 326.27K (2.94%) 0.00
Increased by 0.00%
Sep 30, 24
3 Kennedy Micro Cap Opportunities 185.90K (1.68%) 2.33K
Increased by +1.26%
Mar 31, 25
4 Silvercrest U.S. Small Cap Growth 153.14K (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 141.95K (1.28%) 0.00
Increased by 0.00%
May 31, 25
6 IMC US Ultra Micro Cap 112.27K (1.01%) 0.00
Increased by 0.00%
May 31, 25
7 Pleiades Small Cap Equity A 108.48K (0.98%) 108.48K
Increased by +100.00%
Mar 31, 25
8 Fidelity Extended Market Index 47.23K (0.43%) -452.00
Decreased by -0.96%
Apr 30, 25
9 Fidelity® Extended Market Index 45.93K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
10 Wasatch Ultra Growth 37.85K (0.34%) -420.31K
Decreased by -1.11 K%
Dec 31, 24
11 Russell Inv US Small Cap Equity Y 34.92K (0.32%) 34.92K
Increased by +100.00%
May 31, 25
12 Russell Inv Small Cap Fund F 24.52K (0.22%) 24.52K
Increased by +100.00%
May 31, 25
13 iShares Micro-Cap ETF 20.08K (0.18%) 0.00
Increased by 0.00%
May 29, 24
14 Bridgeway Ultra-Small Company Market 20.00K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
15 Perkins Discovery 16.50K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Total Market Index 15.17K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
17 North Square Kennedy MicroCap I 12.83K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Series Total Market Index 12.19K (0.11%) 457.00
Increased by +3.75%
Apr 30, 25
19 Fidelity Nasdaq Composite Index 11.99K (0.11%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity® Series Total Market Index 10.96K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23